ECM
IPG

Evergreen Capital Management’s Interpublic Group of Companies IPG Stock Holding History

Evergreen Capital Management’s Portfolio IPG Stock Details IPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-8,139
Closed -$237K – 1033
2024
Q2 		$237K Sell
8,139
-584
-7% -$18K 0.01% 766
2024
Q1 		$285K Buy
8,723
+31
+0.4% +$1K 0.01% 650
2023
Q4 		$284K Buy
8,692
+148
+2% +$4.46K 0.01% 616
2023
Q3 		$245K Sell
8,544
-10
-0.1% -$334 0.01% 633
2023
Q2 		$330K Buy
8,554
+705
+9% +$26.6K 0.01% 522
2023
Q1 		$292K Sell
7,849
-1,388
-15% -$49.9K 0.01% 519
2022
Q4 		$308K Buy
9,237
+1,347
+17% +$41.8K 0.01% 480
2022
Q3 		$201K Buy
+7,890
New +$224K 0.01% 565

Other funds holding IPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return